See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,942 | $88,751-84.3% | $81,812-83.0% | $145,922-90.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.19% | 1025.40%-1016.2pp | 773.79%-764.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,030 | $3,083-66.6% | $2,912-64.6% | $4,660-77.9% |
| Participant deferral / active EE | $2,060 | $4,643-55.6% | $4,319-52.3% | $6,688-69.2% |
| Admin fee / account holder | $2,175 | $8,415-74.2% | $7,386-70.5% | $13,397-83.8% |